IA Financial Group

Branch Manager

IA Financial Group$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of experience in the financial services industry
  • Strong attention to detail and professional ethics
  • Effective communication and problem-solving skills
  • Analytical and critical thinking abilities
  • Collaborative leadership and organizational skills
  • Advanced English proficiency for communication with unilingual English teams

Responsibilities

  • Ensure compliance with company policies and regulatory requirements
  • Perform Level 1 supervision of registered individuals
  • Conduct annual branch reviews and prepare reports
  • Approve KYC updates and new account openings
  • Train advisors and support staff on policies and procedures

Benefits

  • A work environment focused on learning and collective excellence
  • Access to AI tools empowering personal effectiveness
  • Healthy, safe, and inclusive work culture
  • Opportunity for a hybrid work environment with flexibility
  • Access to inspiring and innovative workspaces
Full Job Description
Job Description

As a Branch Manager, you will play a key role in overseeing branch compliance and supporting advisors to ensure adherence to regulatory requirements and internal policies.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What You'll Accomplish with Us

As a Branch Manager, you'll be at the core of our mission. Here are the main responsibilities:
  • Ensure compliance with company policies and regulatory requirements;
  • Perform Level 1 supervision of registered individuals within assigned branches;
  • Conduct annual branch reviews and prepare follow-up reports;
  • Approve KYC updates and new account openings;
  • Train advisors and support staff on applicable policies and procedures.


What Could Accelerate Your Success in This Role

We're looking for someone who:
  • Is recognized for their integrity, attention to detail, and strong professional ethics;
  • Stands out for their communication and problem-solving skills;
  • Demonstrates strong analytical and critical thinking abilities;
  • Is known for their collaborative leadership style and organizational skills;
  • Has more than two years of experience in the financial services industry;
  • Has anadvanced level of English proficiency, as the role involves communicating by email, telephone, and videoconference with internal and external unilingual English-speaking teams on a daily basis.


Why You'll Love Working With Us
  • A work environment where learning and development merge with a collective pursuit of excellence;
  • AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;
  • A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
  • The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.


Apply Now and Get Ahead of Your Career, Where Your Talent Truly Belongs!
Still Unsure About Applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply. Your place might be with us, and we want to get to know you!

Location(s)
Montreal / 1981 McGill College Avenue

Other Possible Location(s)
Quebec / 1080, Grande Allee West

Company
iA Private Wealth Inc.

Posting End Date
2026-08-18

About IA Financial Group

IA Financial Group is a Canadian insurance and financial services company. The company offers a wide range of products and services including life and health insurance, mutual funds, securities, auto and home insurance, mortgages, and loans. IA Financial Group has been in business for over 125 years and has over 5,500 employees. The company is committed to sustainability and has been recognized for its efforts in this area. IA Financial Group is also committed to giving back to the community and has a strong corporate social responsibility program.
Learn more about IA Financial Group
Size
5,500 employees
Industry

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